Investor Presentaiton
Smart Connectivity systems - Digitalization
PROPOSITION
DIGITALIZATION Fibre Optics
connectivity systems - Turnkey cable
systems, Closures, Street cabinets,
Access chambers, Multi tube cables,
Rack systems, patch robotics
MARKET
Belgium
Germany
UK
Finland
Poland
OTHER Specialized cable systems,
Building & Industry cable systems
Netherlands
France
Denmark
Sweden
0
DIGITALIZATION
% of homes passed
MARKET POSITIONS
DIGITALIZATION
$00
GROWING MARKET
12%
22%
27%
■■41%
47%
Network companies
48%
POSITIONS
67%
74%
84%
25
Subscribers
50
75
■Homes passed
Source: FTTH Council Europe 2023
Fibre consumption (million km)
100
ד
MARKET LEADER
Installers
GROWTH DRIVERS
DIGITALIZATION Global need for high-
25
speed bandwidth and data traffic, need
20
for connected assets (IoT)
15
10
5
0
2021
2022
2023
2024
2025
2027
-France
Germany
⚫UK
-Poland
Eastern Europe
Benelux
Source: various & internal calculations
30 TKH GENERAL INVESTOR PRESENTATION - NOVEMBER 2023
KEY DIFFERENTIATOR - SYSTEMS APPROACH
TH
SMART TECHNOLOGIES <View entire presentation